Asset Allocation Fund Market Value

VCAAX Fund  USD 12.15  0.05  0.41%   
Asset Allocation's market value is the price at which a share of Asset Allocation trades on a public exchange. It measures the collective expectations of Asset Allocation Fund investors about its performance. Asset Allocation is trading at 12.15 as of the 5th of July 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 12.1.
With this module, you can estimate the performance of a buy and hold strategy of Asset Allocation Fund and determine expected loss or profit from investing in Asset Allocation over a given investment horizon. Check out Asset Allocation Correlation, Asset Allocation Volatility and Asset Allocation Alpha and Beta module to complement your research on Asset Allocation.
Symbol

Please note, there is a significant difference between Asset Allocation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Asset Allocation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Asset Allocation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Asset Allocation 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Asset Allocation's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Asset Allocation.
0.00
04/06/2025
No Change 0.00  0.0 
In 3 months and 1 day
07/05/2025
0.00
If you would invest  0.00  in Asset Allocation on April 6, 2025 and sell it all today you would earn a total of 0.00 from holding Asset Allocation Fund or generate 0.0% return on investment in Asset Allocation over 90 days. Asset Allocation is related to or competes with Mid Cap, Mid Cap, Valic Company, Valic Company, Stock Index, Small Cap, and Broad Cap. Under normal circumstances, the advisor intends to invest approximately 60 percent of its assets in equity securities an... More

Asset Allocation Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Asset Allocation's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Asset Allocation Fund upside and downside potential and time the market with a certain degree of confidence.

Asset Allocation Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Asset Allocation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Asset Allocation's standard deviation. In reality, there are many statistical measures that can use Asset Allocation historical prices to predict the future Asset Allocation's volatility.
Hype
Prediction
LowEstimatedHigh
11.1912.1513.11
Details
Intrinsic
Valuation
LowRealHigh
11.2812.2413.20
Details
Naive
Forecast
LowNextHigh
11.2812.2413.20
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.5611.8712.11
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Asset Allocation. Your research has to be compared to or analyzed against Asset Allocation's peers to derive any actionable benefits. When done correctly, Asset Allocation's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Asset Allocation.

Asset Allocation Backtested Returns

Asset Allocation appears to be very steady, given 3 months investment horizon. Asset Allocation secures Sharpe Ratio (or Efficiency) of 0.23, which signifies that the fund had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Asset Allocation Fund, which you can use to evaluate the volatility of the entity. Please makes use of Asset Allocation's Mean Deviation of 0.6496, risk adjusted performance of 0.1766, and Downside Deviation of 1.29 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.65, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Asset Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Asset Allocation is expected to be smaller as well.

Auto-correlation

    
  0.87  

Very good predictability

Asset Allocation Fund has very good predictability. Overlapping area represents the amount of predictability between Asset Allocation time series from 6th of April 2025 to 21st of May 2025 and 21st of May 2025 to 5th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Asset Allocation price movement. The serial correlation of 0.87 indicates that approximately 87.0% of current Asset Allocation price fluctuation can be explain by its past prices.
Correlation Coefficient0.87
Spearman Rank Test0.88
Residual Average0.0
Price Variance0.04

Asset Allocation lagged returns against current returns

Autocorrelation, which is Asset Allocation mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Asset Allocation's mutual fund expected returns. We can calculate the autocorrelation of Asset Allocation returns to help us make a trade decision. For example, suppose you find that Asset Allocation has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Asset Allocation regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Asset Allocation mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Asset Allocation mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Asset Allocation mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Asset Allocation Lagged Returns

When evaluating Asset Allocation's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Asset Allocation mutual fund have on its future price. Asset Allocation autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Asset Allocation autocorrelation shows the relationship between Asset Allocation mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Asset Allocation Fund.
   Regressed Prices   
       Timeline  

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Asset Mutual Fund

Asset Allocation financial ratios help investors to determine whether Asset Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Asset with respect to the benefits of owning Asset Allocation security.
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